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Netflix earnings call: user & engagement trends … contextual data from Verto

by on July 18, 2017 in Business, Digital Marketing, Entertainment, Latest News, Lead Article, Music, News you can use, Research, TV

Netflix earnings call: user & engagement trends … contextual data from Verto

Wall Street sell-siders are expecting to report earnings of $0.16 per share on revenues of $2.76 billion for the June quarter. Consensus estimates for the current quarter ending in September are for earnings of $0.23 per share on revenues of $2.87 billion.

However, Netflix is a subscriber additions story more than earnings and revenue numbers per se. For the June quarter, Wall Street is currently expecting Netflix to have added 630,000 subscribers stateside and 2.6 million new subscribers overseas. Last year, at the same quarter, Netflix added 162,000 subscribers domestically.

Contextual data from Verto Analytics on how visitor numbers and engagement changed over the quarter in the key UK and US markets.

All data is based on usage among people aged 18+ between March 2017 and June 2017.

  • In the UK, Verto estimates Netflix saw an additional 1.8 million visitors between March and June
  • In the US, Netflix saw particularly strong growth in attracting males (up 14%) and 35-44s (up 27%), although it saw a 19% decrease in 18-24s

US vs UK differences

  • Netflix has much greater reach in the US (reaching 23.6% of US online adults) than in the UK (14.1%)
  • US viewers are much more engaged than UK viewers:
    • ​They spend nearly twice as long on Netflix (183 mins a month vs 97 mins)
    • They’re more regular users: 19% of monthly users are using it on any given day vs 14% in the UK
  • The US audience is much more female orientated (52% are female) than the UK (42%)
  • The UK audience tends to be younger. For example, 25% of Netflix’ UK adult audience is 18-24, nearly twice as high as in the US (14%)


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